Jonathan Aydt
Independence, KY 41051-2531,KY
Summary
Results-driven Implementation Project Manager with a proven track record in managing multiple projects and enhancing client relations. Expertise in mentorship and collaboration across diverse teams ensures successful project outcomes.
Dynamic Implementation Project Manager with extensive experience in leading multiple projects simultaneously. Proven ability to facilitate communication among diverse teams and clients, while demonstrating strong problem-solving and attention to detail to mitigate risks and enhance project outcomes.
Overview
15
15
years of professional experience
Work History
Implementation Project Manager
Fidelity Investments
Covington, KY
07.2023 - Current
- Manage 20-30 ongoing implementation projects for all conversions and corporate actions less than $100 million.
- Maintain appropriate timelines to ensure projects remain on schedule for all parties involved including both the client and business partners.
- Assure proper communication is maintained with the client, advisor, and business partners so that all parties are aware of required steps and clear expectations are established.
- Maintained timelines to keep projects on schedule for clients and business partners.
- Collaborate with various business partners including Sales, Data Conversion, Communications, Plan Consulting, Managing Directors, outside prior record keepers, and financial advisors. (I have multiple advisors that I am aligned by request on several ongoing projects including new business and corporate actions)
- Determined solutions with business partners for potential risks or unforeseen circumstances.
- Facilitated communication among clients, advisors, and business partners to clarify required steps and establish clear expectations.
Special Education Teacher
Kenton County School District
Covington, KY
08.2018 - 05.2023
- Lead Special Education Teacher (2021-2023) Duties include scheduling for other special education teachers and instructional assistants, hold bi-weekly meetings to communicate ongoing information required to successfully service students, consistently monitoring legal documents and interpreting student data, and collaborating with building administrators.
- ·Collaborated with grade-level teams to ensure students received necessary accommodations and support.
- Consistently communicated with parents of students throughout the school year and holding annual meetings to adjust education plan for students as their needs change.
- Utilized data to determine students’ strengths and deficits, and implement appropriate instruction appropriate based on the individual’s needs.
- Prepared for classes by preparing lessons on a weekly basis and adapting lessons as needed based on data and feedback from students.
Fidelity Investments Workplace Investing
Fidelity Investments
Covington, KY
09.2011 - 05.2017
- Provided consistent feedback to associates through phone call reviews and on job training.
- Supported book of business by providing training at team meetings, monthly data analysis with managers to help improvements with call quality and logistics.
- Communicated with clients via email, phone calls, and monthly/quarterly conference calls to check in on customer satisfaction.
- Previous Role-Facilitation Learning and Development Loan: Onboarded new hire employees as they learn processes and procedures required to be successful in their defined contributions customer service role. Communicated necessary information with team manager, learning and development team and associates in order to successfully onboard new employees.
- Previous Role-WI Phone experience in Defined Contributions, Defined Benefits and Health/Wellness. Duties included communicating with customers and assisting with their daily needs within the parameters of their company plan. Utilized all available tools and resources to assure all all customer needs were fulfilled with proper procedures and safeguards.
Education
Master of Arts - Education
University of The Cumberlands
Williamsburg, KY12-2018
Master of Science - College Student Personnel
University of Louisville
Louisville, KY05-2010
Bachelor of Arts - Business Administration
Thomas More College
Crestview Hills, KY05-2007
Timeline
Implementation Project Manager
Fidelity Investments
07.2023 - Current
Special Education Teacher
Kenton County School District
08.2018 - 05.2023
Fidelity Investments Workplace Investing
Fidelity Investments
09.2011 - 05.2017
Master of Arts - Education
University of The Cumberlands
Master of Science - College Student Personnel
University of Louisville
Bachelor of Arts - Business Administration
Thomas More College